282
282
Apr 22, 2013
04/13
by
CNBC
tv
eye 282
favorite 0
quote 0
because it underperformed its portion of the technology sector even as the growth rate would have been outstanding for a personal computer-related block or a cellphone company. these days knowing what the sector is isn't enough. you need to know the subsector. you need to know how your company stacks up against the growth rate of that subsector. you need to have a good handle whether that larger is in favor or isn't. the bottom line, nothing is worse than a bad stock in a bad seccor neighborhood. nothing is better than owning a good stock in a good stock neighborhood. if you do not match the sector growth and do not determine whether the sector is in favor versus out of favor, then the earnings report better than expected or not, it won't mean a thing. when we return, i will give you several more ways to use these reports in the context of stock picking, not just trading. the drive you will come to see is pretty much a zero sub game. stay with cramer. i know what you're thinking... transit fares! as in the 37 billion transit fares we help collect each year. no? oh, right. you're thinki
because it underperformed its portion of the technology sector even as the growth rate would have been outstanding for a personal computer-related block or a cellphone company. these days knowing what the sector is isn't enough. you need to know the subsector. you need to know how your company stacks up against the growth rate of that subsector. you need to have a good handle whether that larger is in favor or isn't. the bottom line, nothing is worse than a bad stock in a bad seccor...
115
115
Apr 19, 2013
04/13
by
CNBC
tv
eye 115
favorite 0
quote 0
we're all lamenting the lack of growth in technology, but that's because we're looking for technology in all the wrong places, like personal computers, which are just like electric coasters now. in servers, in cell phones. we should be looking for it in the oil patch, where core labs is responsible for mapping out and foipding out where the ail and gas is. the technology that core labs has invented is what's behind so many of these new fields. whether it be noble energy off the coast of israel, that's like in here, okay? or the gulf, or a whole host of companies looking for the next big discovery on this continent. oh, and let's be really discerning. when we get results from many of the oil and gas companies over the next few days, we're going to hear moaning and groaning about how the commodities come down in price. but when you have proprietary technology like core, you don't need to worry about the price of the commodity, because every company needs you to find oil where the oil is and help them get it out of the ground. that's why this stock rocketed $10 today, to finish at $136.5
we're all lamenting the lack of growth in technology, but that's because we're looking for technology in all the wrong places, like personal computers, which are just like electric coasters now. in servers, in cell phones. we should be looking for it in the oil patch, where core labs is responsible for mapping out and foipding out where the ail and gas is. the technology that core labs has invented is what's behind so many of these new fields. whether it be noble energy off the coast of israel,...
78
78
Apr 23, 2013
04/13
by
CNBC
tv
eye 78
favorite 0
quote 0
sector analysis is particularly important with technology because people confuse this group of stocks, which comprises 15% of the s&p 500, constantly. tech is a whole group of sectors, semi conductors, software, cloud, internet, hardware makers, cell phones, tech, telecommunications tech, infrastructure stocks, assemblers, each has a separate growth rate. here i like to look at the growth rates of the companies i follow versus the individual sectors. the growth rate doesn't work. cloud stock, for example, are highly valued, meaning the high values to growth rates are extreme. that means there is no room for error or hair as we call it. in 2011, one of my favorite cloud plays reported a magnificent quarter. the guidance was lighter than i was hoping. the stock immediately got pancaked and stayed ugly for a long time. why? because it underperformed its portion of the technology sector even as the growth rate would have been outstanding for a personal computer-related stock or a disk drive, semiconductor or cellphone company. these days knowing what the sector is isn't enough. you need t
sector analysis is particularly important with technology because people confuse this group of stocks, which comprises 15% of the s&p 500, constantly. tech is a whole group of sectors, semi conductors, software, cloud, internet, hardware makers, cell phones, tech, telecommunications tech, infrastructure stocks, assemblers, each has a separate growth rate. here i like to look at the growth rates of the companies i follow versus the individual sectors. the growth rate doesn't work. cloud...
217
217
Apr 17, 2013
04/13
by
CNBC
tv
eye 217
favorite 0
quote 0
. >>> it's really about technology. because none of these unconventional shale plays would matter if we didn't have the tech to make it economical to drill it. what we really have is an energy technology revolution and these advances aren't unique to north america. they're spreading all over the globe, and who's spearheading this transformation? who represents the vanguard of the oil revolution and its intellectual property? easy. that's core labs. clb. i like to think of it as a technology company that happens to be in the oil service business. core's proprietary technology helps oil companies figure out where to drill. it also helps them squeeze more crude out of existing reservoirs. now, core labs got hit hard today, down $3.41, 2.63%. the company just reported a terrific quarter. 7 cent earnings beat off $1.15 basis. revenue coming in higher than expected up 11% year over year. and raising its guidance for next quarter. don't have a lot of companies doing that. i think the stock bounces back and then some tomorrow.
. >>> it's really about technology. because none of these unconventional shale plays would matter if we didn't have the tech to make it economical to drill it. what we really have is an energy technology revolution and these advances aren't unique to north america. they're spreading all over the globe, and who's spearheading this transformation? who represents the vanguard of the oil revolution and its intellectual property? easy. that's core labs. clb. i like to think of it as a...
139
139
Apr 18, 2013
04/13
by
CNBC
tv
eye 139
favorite 0
quote 0
proprietary technology in a growth business, which is oil. this is not a company that is cutthroat against halliburton, baker hughes. it's the one that everybody uses. david demshur, president and ceo of core labs. clb going higher. >> coming up, home grown? the stock may be a newcomer, but you'll recognize the brands behind realogy holdings. from coldwell banker to century 21, they're synonymous with real estate. as housing starts hit their best levels in nearly five years, can this company capitalize? cramer conducts an open house with the ceo just ahead. >>> after another really tough session the markets are growing more and more volatile by the day. can we just take a breath for a moment and remember that despite all the worries there are still parts of this economy that are going strong? like housing, a totally domestic industry. not france, not germany, not socgen. that's not going to be drilled by european woes or a chinese slowdown. they have nothing to do with each other. the housing comeback is still with us, as we know from yesterd
proprietary technology in a growth business, which is oil. this is not a company that is cutthroat against halliburton, baker hughes. it's the one that everybody uses. david demshur, president and ceo of core labs. clb going higher. >> coming up, home grown? the stock may be a newcomer, but you'll recognize the brands behind realogy holdings. from coldwell banker to century 21, they're synonymous with real estate. as housing starts hit their best levels in nearly five years, can this...
124
124
Apr 17, 2013
04/13
by
CNBC
tv
eye 124
favorite 0
quote 0
>> well, the oil is being produced through technology in advances in technology, and the companies that have that technology on board, those skills, they're going to get more out than the last guy. the people that we brought in are very smart oil and gas people, a family that's been in the business for years. they didn't have to deal in stock so they're making a bet on their own. >> how about utica? you've been able to amass a pretty good position. when we were in utica, we were with aubrey mcclendon, previous ceo of chesapeake, and he stumbled on what he thought would be an oily area and turned out to be natural gas. i know you've got some wells coming due right now. how does it look, more oil and gas? >> it looks great. >> it does. >> it looks more oil than gas but there is some gas there. so we'll have to build the infrastructure to get all of the product offsite. >> when i read through the financials and conference calls, you want to do it your way, which i know builds up great value. but you'll also be outspending your current cash flow, so you'll have to make a series of disposals
>> well, the oil is being produced through technology in advances in technology, and the companies that have that technology on board, those skills, they're going to get more out than the last guy. the people that we brought in are very smart oil and gas people, a family that's been in the business for years. they didn't have to deal in stock so they're making a bet on their own. >> how about utica? you've been able to amass a pretty good position. when we were in utica, we were...
148
148
Apr 24, 2013
04/13
by
CNBC
tv
eye 148
favorite 0
quote 0
how many of these new products are literally made by -- we have a lot out here, by technology that didn't exist before and how much share are you taking and business doing because of innovation? >> you know, jim, innovation is what it's all about. i was just in china and korea, we've got a new global innovation center in korea where we've got people from all over the world inventing new products, and it takes a lot of technology to make a diaper that doesn't leak or to make a facial tissue that's really soft. and we're also trying to be really innovative in how we market. so new digital marketing techniques, whether it's facebook apps or things we can do to communicate with moms digitally around the world is really driving our business today. >> and one of the things, tom, in your conference call, you said, look, we have premium diaper innovation launching in the second quarter. what i felt when i read that, look, whatever you see in front of you is going to get better, and every time you seem to innovate, you seem to make a step function in sales. >> well, you know, jim, one of the great
how many of these new products are literally made by -- we have a lot out here, by technology that didn't exist before and how much share are you taking and business doing because of innovation? >> you know, jim, innovation is what it's all about. i was just in china and korea, we've got a new global innovation center in korea where we've got people from all over the world inventing new products, and it takes a lot of technology to make a diaper that doesn't leak or to make a facial...
390
390
Apr 23, 2013
04/13
by
CNBC
tv
eye 390
favorite 0
quote 0
and it takes a lot of technology to make a diaper that doesn't leak or to make a facial tissue that's really soft. and we're also trying to be really innovative in how we market. so new marketing techniques, whether it's facebook apps or things we can do to communicate with moms contingent tally around the world is really driving our business today. >> and one of the things, tom, in your conference call, you said, look, we have premium diaper innovation launching in the second quarter. what i felt when i read that, look, whatever you see in front of you is going to get better, and every time you see the innovate, you seem to make a step function in sales. >> well, you know, jim, one of the great things about our business, there are babies being born every day. and the universal insight around the world is that moms want the very best product for their baby. and so you have got to continually be innovating because there -- you've got babies leaving the category, you've got babies coming into the category every day. and so we know, we've got to get out of bed every morning, coming to wo
and it takes a lot of technology to make a diaper that doesn't leak or to make a facial tissue that's really soft. and we're also trying to be really innovative in how we market. so new marketing techniques, whether it's facebook apps or things we can do to communicate with moms contingent tally around the world is really driving our business today. >> and one of the things, tom, in your conference call, you said, look, we have premium diaper innovation launching in the second quarter....